Senior Actuary
Company Highlights
- 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
- Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
- This form offers best-in-class service that is renowned for exceeding client expectations.
Benefits and Features
Robust Compensation and Benefits Package
The Role You Will Play
- Client Management - consulting with clients (as primary contact) and prospects regarding actuarial and administrative issues for retirement plans and design alternatives
- Annual Valuation and Compliance oversight and review of annual valuation process for pension plans (qualified and non-qualified;
traditional, asset-based cash balance, and variable annuity plans), including with benefit statements, 5500 & PBGC filings, non-discrimination testing, and accounting projects, as applicable.
Plan Design - developing plan design options for prospects.
Community Highlights
Our client is HQ’d in Stamford, CT with offices Orlando, FL, but the role is open to remote
Background Profile
- Mid-level Actuary
- Strong grasp of DB and DC plans
- Strong technical skills
- Ability to delegate and review work of actuarial analysts and associates and potentially act as a career advisor / supervisor.
- ASA, EA required (or pursuing EA)
- Bachelor’s Degree in Actuarial Science or related
Advisor Data Analyst $86,800.00 - $124,000.00 per year
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